Capital Planning Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2021$921,000
+5.6%
21,029
+1.6%
0.21%
-3.7%
Q4 2020$872,000
+35.2%
20,691
+17.2%
0.21%
+20.9%
Q3 2020$645,000
+14.6%
17,653
+5.0%
0.18%
+5.4%
Q2 2020$563,000
-74.5%
16,818
-78.3%
0.17%
-79.6%
Q1 2020$2,211,000
-45.2%
77,672
-27.6%
0.82%
-21.8%
Q4 2019$4,032,000
+1020.0%
107,260
+920.0%
1.06%
+904.8%
Q3 2019$360,00010,5160.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders